Getting Started with Clients Video Collection

Getting Started With Clients

Watch the video below for a brief introduction on the experience Oranj provides your clients. 

 

Adding Goals

Learn how advisors, clients, and prospects can add and track goal from within the Advisor and Client Dashboards.

 

Adding Financials

Learn how advisors, clients, and prospects can add and track financials from within the Advisor and Client Dashboards.

 

Open & Transfer Accounts

Learn how the Client Dashboard provides your clients and prospects the ability to transfer and open new accounts with you and your custodial institutions. 

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